Climate Economics Update

A new high for China green exports despite EV tariffs

China’s electric vehicle exports rose strongly in July despite EU tariffs coming into force. This, alongside the continued surge in battery exports, lifted our measure of China’s green export volumes...

20th August 2024 · 2 mins read

Climate Economics Monthly

Key highlights from July

This Monthly looks at some of the key climate-related developments in July, including the latest climate policy changes made by the new UK government, the effect of overcapacity on Chinese solar...

31st July 2024 · 4 mins read

Asset Allocation Update

Trump & ESG markets

We think that a second term for President Trump would probably worsen the outlook for sustainable energy equities at the margin, and also add to the pessimism around stocks in the beleaguered electric...

25th July 2024 · 5 mins read

Climate Economics Update

China green exports hit a new record high

Increases in solar panel and battery exports propelled our proprietary measure of China’s green export volumes to a record high in June. Given the rapid expansion in Chinese manufacturing capacity...

22nd July 2024 · 2 mins read

Climate Economics Monthly

Key highlights from June

This Monthly looks at some of the key climate-related developments in June, including the narrowing wedge between the EU and UK carbon prices, and what Nobel Prize-winning climate scientist Claudia...

28th June 2024 · 4 mins read

Climate Economics Focus

How big a blow would Trump deal to green policy?

A return of President Trump to the White House would be a shot across the bows for global efforts to reduce emissions – particularly as he would almost certainly withdraw the US from the Paris...

25th June 2024 · 13 mins read

Climate Economics Update

EMs are a growing market for Chinese green exports

The continued divergence between export values and export volumes of the “New Three” underlines the downward pressure on prices from the rapid expansion in manufacturing capacity in China. Meanwhile...

20th June 2024 · 2 mins read

Climate Economics Update

Fiscal constraints working against the green transition

The tightening of fiscal constraints is putting pressure on politicians to pare back green investment ambitions. But kicking the fiscal can down the road on measures that could accelerate the green...

18th June 2024 · 3 mins read

Commodities Update

A primer on the EU’s deforestation regulation

The EU Deforestation Regulation (EUDR) will rejig the way commodity imports enter the EU when it comes into force later this year and could lead to premiums for compliant commodities over non...

17th June 2024 · 3 mins read

Latin America Economics Update

Mexico’s energy sector at a turning point?

Mexican President-elect Claudia Sheinbaum’s strong environmental credentials mean that a shift away from fossil fuels and towards renewables is likely during her tenure. We doubt that she’ll fully...

10th June 2024 · 5 mins read

Climate Economics Monthly

Key highlights from May

This Monthly looks at some of the key highlights from the Climate Economics service in May, including our coverage of US tariffs on Chinese-made green technology and recent price movements in the EU...

31st May 2024 · 3 mins read

Climate Economics Monthly

Key highlights from April

This Monthly looks at some of the key highlights from the Climate Economics service in April, including our coverage of Chinese exports of the "New Three" and green central bank policy.

30th April 2024 · 3 mins read

Climate Economics Update

Green tech to stay central to China overcapacity fears

The rapid expansion in China’s manufacturing capacity of green technology is a symptom of the country’s investment-led growth model and so there is no reason to believe that any change in tack is...

23rd April 2024 · 3 mins read

Green Transition Chart Pack

Green Transition Chart Pack (Apr. 2024)

Recent increases in natural gas prices in Europe have predictably been mirrored in the EU carbon price, which has risen from a 31-month low of €52 per tonne in February to €71 at the time of writing...

18th April 2024 · 1 min read

Climate Economics Update

Governments can accelerate green jobs shift

While the number of “green” jobs in the UK rose strongly in 2022, it’s worth noting that green workers were still outnumbered by estate agents! Market forces are facilitating the transition to a...

2nd April 2024 · 3 mins read